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Use the following procedure to set or change the connection properties to the source ReportCaster Repository.

1. If the Change Management Source Properties window is not already open, click Source Properties in the Change Management interface.

   The ReportCaster Change Management Source Properties window automatically displays the target Repository information and if previously saved, the source Repository information. The following image is an example of the Source Properties window that opens when using the Change Management interface for the first time from the target environment.

   

   Information about the ReportCaster Repository you are currently logged into (Target URL and Target Class Name) automatically displays in the Source Properties window. Once you save the source Repository information (Source URL, Source Class Name, User ID, and Password) you will enter in this procedure, that will also be displayed whenever you open the Source Properties window.

2. From the Version drop-down list, select the release version of the source ReportCaster Repository data.

   Note: Currently, the only available release version is 7.6.x.

3. In the Source URL field, type the URL to the source ReportCaster Repository.
4. In the Source ClassName field, type the name of the Java class to connect to the ReportCaster database.
5. Click OK.

   The connection properties are saved and you can now work in the Change Management interface.

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1. Log on to ReportCaster in the target environment (the environment that will receive the data).
2. Access the Change Management interface from the ReportCaster Administration Interface, by clicking the Change Management tab as shown in the following image.

   

3. Click Source Properties to open the Source Properties window, as shown in the following image.

   

4. Define the Source Report Broker ReportCaster Repository by clicking the Source Properties button on the Change Management toolbar.

   The Change Management Source Properties window displays the information needed to connect to the source ReportCaster Repository. When you access Change Management for the first time, you must set the source Repository properties.

5. From the Repository Object drop-down list, select the type of data you want to move. The selections are:
   • Schedules
   • Distribution Lists
   • Access Lists
6. Click OK.

   The ReportCaster interface displays a list of users found in the source repository, as well as a series of headings related to the type of Repository object you selected.

   The following image shows the Change Management interface when you select Schedules as the Repository Object.

   

   The following image shows the Change Management interface when you select Distribution Lists as the Repository Object.

   

   The following image shows the Change Management interface when you select Access List as the Repository Object.

   

7. In the left pane, select a user whose repository data you want to move.

   Note: You can select only one user for each transfer of data.

   The right pane displays the related repository objects owned by the selected user. The following image is an example of a list of schedules for a specific user.

   

8. Select the items you want to move to the target repository. (Select multiple items using the Shift and Ctrl keys.)
9. Click one of the following:
   • Insert - to add the selected source records to the target repository if that record does not already exists.
   • Update - to add the selected source records to the target repository and overwrites any corresponding records that exist in the target repository.

   Note: Duplicate records cannot exist in the ReportCaster Repository.

   A window opens and displays the status and summary of operations on each repository table that was involved in the data transfer. The information includes the operation (insert or update), whether or not the operation was successful, and if it failed, a brief explanation.

   This information is saved in a log file (changemgmt.log) on the Distribution Server in ibi\WebFOCUS77\ReportCaster\log. A new log is created each time you click Insert or Update, so the latest log file is time stamped and renamed with a .bak file extension.

10. If you want to save the log to a location other than the log directory, select Save As from the File menu in the browser window.
11. To continue transferring the selected Repository object for another user, select a user in the left pane. If you want to transfer a different Repository object, click Source Properties in the Change Management interface toolbar to open the Source Properties window, and follow Steps 3 through 8.

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This section provides examples of the Change Management log files that indicate:

• A successful transfer of ReportCaster data to the target Repository.
• An error in the transfer because the data being transferred already exists in the target repository.

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Example: Log of Successful Data Transfer

The following is an example of a log file indicating a successful transfer of records. It provides details for each repository table involved in the transfer.

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Example: Log of Failed Data Transfer

The following is an example of a log file indicating that a record already exists in the target Repository.